David Edward Nolet
Investment adviser representative at Nolet Wealth Management, LLC
18 yearsExperience
1 stateRegistered in
$272.6MFirm assets
2 yearsFirm in business
Are you David Edward Nolet? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Nolet Wealth Management, LLCDec 2023 to now
- UnemployedDec 2022 to Dec 2023
- JPMorgan Securities IncOct 2008 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Nolet Wealth Management, LLC
$272.6MAssets managed
3Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4861861
- Firm CRD
- 329186